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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,527 | $29,051-12.1% | $52,425-51.3% | $67,986-62.5% |
| Participation rate | 28.5% | 30.4%-1.9pp | 55.6%-27.1pp | 57.2%-28.7pp |
| Annual return | 12.06% | 24.00%-11.9pp | 302.12%-290.1pp | 31.67%-19.6pp |
| Employer contribution / active EE | $490 | $412+19.0% | $914-46.4% | $2,019-75.7% |
| Participant deferral / active EE | $920 | $873+5.3% | $1,790-48.6% | $3,358-72.6% |
| Admin fee / account holder | $3,964 | $2,113+87.6% | $2,495+58.9% | $3,203+23.8% |